Overview
Assets Under Management: $122 million
Headquarters: DOWNERS GROVE, IL
High-Net-Worth Clients: 38
Average Client Assets: $1.9 million
Frequently Asked Questions
ARBOR FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150713), ARBOR FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
ARBOR FINANCIAL SERVICES, LLC is headquartered in DOWNERS GROVE, IL.
ARBOR FINANCIAL SERVICES, LLC serves 38 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, ARBOR FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ARBOR FINANCIAL SERVICES, LLC manages $122 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, ARBOR FINANCIAL SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.26%
Average Client Assets: $1.9 million
Total Client Accounts: 381
Discretionary Accounts: 381
Regulatory Filings
CRD Number: 150713
Filing ID: 2053122
Last Filing Date: 2026-02-12 12:13:51